Joseph Dirnfeld, operating as JOS, provides ongoing portfolio management services. JOS works with clients to create an investment plan based on their individual goals, risk tolerance, and time horizon. JOS primarily recommends fixed income securities and equities using a fundamental value strategy. Clients may impose restrictions on investments, but JOS reserves the right to end the relationship if those restrictions prevent them from properly servicing the account.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.